CAMG
CWA Asset Management Group’s Schwab US Broad Market ETF SCHB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,059
| Closed | -$235K | – | 261 |
|
2019
Q4 | $235K | Buy |
3,059
+28
| +0.9% | +$2.15K | 0.04% | 204 |
|
2019
Q3 | $214K | Buy |
3,031
+11
| +0.4% | +$777 | 0.03% | 195 |
|
2019
Q2 | $213K | Hold |
3,020
| – | – | 0.04% | 205 |
|
2019
Q1 | $206K | Buy |
+3,020
| New | +$206K | 0.04% | 199 |
|
2018
Q4 | – | Sell |
-2,981
| Closed | -$210K | – | 218 |
|
2018
Q3 | $210K | Buy |
+2,981
| New | +$210K | 0.05% | 186 |
|